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Advanced Financial Modeling

Advanced LBO Modeling Part 2

With a deeper understanding of LBO models, it’s now time to discover the different types of debt instruments needed for your analysis. In this course, you’ll learn how to use these to make recommendations on proposed deals.

Advanced        14 Lessons        150 Minutes        CPD Credits
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About This Course

Assessing multiple types of debt for one LBO transaction can create challenges for your projection. In this course, you’ll explore the terms and characteristics associated with different debt types in a proposed business deal.

Across 14 lessons, you’ll discover the instruments needed to assess repayments, compile debt projections under different market scenarios, and calculate the returns on your specific LBO.

By the end of the course, you’ll have mastered the instruments needed for a Leveraged Buyout and feel confident in building your own model to assess one.

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Learning Outcomes

  • Calculate repayments for multiple debt instruments
  • Allocate the Purchase Price Premium
  • Compile a debt projection with multiple debt instruments
  • Incorporate optional debt repayments
  • Analyze an LBO with various metrics
  • Calculate returns on an LBO investment


1. Debt Instruments for our Deal
2. Sources and Uses Table
3. Allocating Purchase Price Premium Part 1
4. Allocating Purchase Price Premium Part 2
5. Additional Adjustments to the Balance Sheet.
6. Debt Schedule Part 1

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7. Debt Schedule Part 2
8. Reviewing our Transaction Assumptions
9. Completing our Financial Statement Projections
10. Optional Debt Repayments
11. Investment Analysis Part 1
12. Investment Analysis Part 2
13. Valuing our Investment Part 1
14. Valuing our Investment Part 2
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